My actions

If you choose My actions from the start menu, the app shows a calendar with current actions linked to your name.

Icons

CRM - Action

This is the description of the action as it appears in Isah.

CRM - Message description

This is the description of the message linked to the action.

CRM - Change

Click this icon to make any changes.

CRM - Select

Once you finalize an action by placing a check mark next to it, the action will be removed from the overview.

CRM - Business information cockpit

To the right of this icon is the name of the customer linked to the message.

Customer data

If customer data have been added to a message, you can retrieve them by clicking Customer data.